Clearview Wealth Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-138
| Closed | -$13.4K | – | 605 |
|
2023
Q2 | $13.4K | Buy |
138
+1
| +0.7% | +$97 | 0.01% | 325 |
|
2023
Q1 | $10.9K | Hold |
137
| – | – | 0.01% | 355 |
|
2022
Q4 | $10.9K | Buy |
137
+1
| +0.7% | +$79 | 0.01% | 316 |
|
2022
Q3 | $10K | Hold |
136
| – | – | 0.01% | 339 |
|
2022
Q2 | $9K | Buy |
136
+1
| +0.7% | +$66 | 0.01% | 371 |
|
2022
Q1 | $10K | Hold |
135
| – | – | 0.01% | 388 |
|
2021
Q4 | $12K | Hold |
135
| – | – | 0.01% | 390 |
|
2021
Q3 | $9K | Hold |
135
| – | – | 0.01% | 444 |
|
2021
Q2 | $10K | Buy |
+135
| New | +$10K | 0.01% | 433 |
|